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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,757 | $100,895-58.6% | $90,430-53.8% | $158,950-73.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 14.09% | 1725.54%-1711.5pp | 1293.73%-1279.6pp | 302.91%-288.8pp |
| Employer contribution / active EE | $2,312 | $3,689-37.3% | $3,262-29.1% | $4,762-51.4% |
| Participant deferral / active EE | $5,758 | $4,347+32.4% | $3,963+45.3% | $5,983-3.8% |
| Admin fee / account holder | $271 | $6,505-95.8% | $5,613-95.2% | $11,248-97.6% |